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B. Riley Wealth Advisors’s SoFi Technologies SOFI Stock Holding History

B. Riley Wealth Advisors’s Portfolio SOFI Stock Details SOFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-10,531
Closed -$192K – 1144
2026
Q2 		$192K Sell
10,531
-8,636
-45% -$146K 0.01% 783
2026
Q1 		$290K Buy
19,167
+3,112
+19% +$65.6K 0.02% 598
2025
Q4 		$420K Buy
16,055
+7,847
+96% +$219K 0.02% 589
2025
Q3 		$217K Sell
8,208
-8,423
-51% -$200K 0.01% 865
2025
Q2 		$303K Buy
16,631
+2,717
+20% +$35.8K 0.01% 712
2025
Q1 		$162K Buy
13,914
+370
+3% +$5.33K ﹤0.01% 1177
2024
Q4 		$209K Sell
13,544
-2,473
-15% -$32.1K 0.01% 1027
2024
Q3 		$126K Sell
16,017
-92,926
-85% -$675K ﹤0.01% 1192
2024
Q2 		$720K Sell
108,943
-18,193
-14% -$128K 0.02% 660
2024
Q1 		$1.02M Buy
127,136
+6,488
+5% +$51.5K 0.03% 520
2023
Q4 		$1.2M Sell
120,648
-6,488
-5% -$51.6K 0.03% 471
2023
Q3 		$1.02M Sell
127,136
-9,529
-7% -$83.8K 0.03% 520
2023
Q2 		$1.14M Sell
136,665
-13,439
-9% -$87.6K 0.03% 519
2023
Q1 		$911K Buy
150,104
+6,712
+5% +$40.7K 0.02% 566
2022
Q4 		$661K Sell
143,392
-123
-0.1% -$610 0.02% 685
2022
Q3 		$701K Buy
143,515
+82,859
+137% +$524K 0.02% 634
2022
Q2 		$320K Sell
60,656
-2,806
-4% -$19K 0.01% 849
2022
Q1 		$600K Buy
63,462
+10,417
+20% +$120K 0.02% 664
2021
Q4 		$839K Sell
53,045
-3,765
-7% -$69.1K 0.02% 586
2021
Q3 		$903K Buy
56,810
+37,310
+191% +$585K 0.03% 554
2021
Q2 		$374K Buy
19,500
+6,237
+47% +$116K 0.01% 911
2021
Q1 		$228K Sell
13,263
-2,202
-14% -$43.5K 0.01% 1137
2020
Q4 		$193K Buy
+15,465
New +$175K 0.01% 931

Other funds holding SOFI

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
PSC
Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
SWCM
Sullivan Wood Capital Management Washington, District of Columbia $65.2M AUM 11.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
CGH
CMG Global Holdings Plano, Texas $226M AUM 14.4% 1-Year Est. Return

B. Riley Wealth Advisors's SOFI Position: Q3 2026 in Review

B. Riley Wealth Advisors sold out of SoFi Technologies (SOFI) in Q3 2026, closing a stake of 10,531 shares — an estimated $192K sold.

B. Riley Wealth Advisors first reported a position in SOFI in Q4 2020 and held it in 23 quarters. The position peaked at $1.2M in Q4 2023. 93 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • B. Riley Wealth Advisors reported no remaining SoFi Technologies position as of Q3 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 10,531 SoFi Technologies shares in Q3 2026, an estimated $192K.
  • B. Riley Wealth Advisors first reported a position in SoFi Technologies in Q4 2020 and held it in 23 quarters.
  • B. Riley Wealth Advisors's SoFi Technologies position peaked at $1.2M in Q4 2023.
  • 93 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.